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Sound View Wealth Advisors Group’s Principal Financial Group PFG Stock Holding History

Sound View Wealth Advisors Group’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Sell
3,179
-56
-2% -$5.69K 0.02% 336
2026
Q1 		$292K Sell
3,235
-635
-16% -$58K 0.02% 346
2025
Q4 		$341K Sell
3,870
-906
-19% -$76.5K 0.02% 333
2025
Q3 		$396K Sell
4,776
-1,299
-21% -$104K 0.03% 305
2025
Q2 		$483K Sell
6,075
-17,486
-74% -$1.34M 0.04% 272
2025
Q1 		$1.99M Buy
23,561
+119
+0.5% +$9.9K 0.16% 124
2024
Q4 		$1.81M Sell
23,442
-999
-4% -$84.2K 0.15% 124
2024
Q3 		$2.1M Buy
24,441
+5,626
+30% +$454K 0.17% 122
2024
Q2 		$1.48M Buy
18,815
+1,465
+8% +$119K 0.15% 129
2024
Q1 		$1.5M Buy
17,350
+5,762
+50% +$462K 0.16% 132
2023
Q4 		$912K Buy
11,588
+445
+4% +$32.2K 0.1% 169
2023
Q3 		$803K Sell
11,143
-3,620
-25% -$281K 0.1% 167
2023
Q2 		$1.12M Buy
14,763
+2,517
+21% +$181K 0.15% 131
2023
Q1 		$910K Buy
12,246
+658
+6% +$55.8K 0.12% 157
2022
Q4 		$912K Buy
11,588
+659
+6% +$56.5K 0.1% 169
2022
Q3 		$789K Buy
10,929
+5,814
+114% +$418K 0.18% 120
2022
Q2 		$342K Buy
5,115
+267
+6% +$18.8K 0.07% 205
2022
Q1 		$356K Buy
+4,848
New +$351K 0.07% 213

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sound View Wealth Advisors Group's PFG Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Principal Financial Group (PFG) stake by 1.7% in Q2 2026, selling an estimated $5.69K and leaving 3,179 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #336.

Sound View Wealth Advisors Group first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.1M in Q3 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,179 shares of Principal Financial Group worth $343K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 56 Principal Financial Group shares in Q2 2026, an estimated $5.69K.
  • Principal Financial Group made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #336 holding.
  • Sound View Wealth Advisors Group first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • Sound View Wealth Advisors Group's Principal Financial Group position peaked at $2.1M in Q3 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.